HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $794M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$156K 0.04%
3,351
+237
202
$156K 0.04%
931
-297
203
$155K 0.04%
6,048
-949
204
$154K 0.04%
910
+2
205
$154K 0.04%
1,517
+132
206
$141K 0.03%
1,203
+31
207
$141K 0.03%
5,615
-9,434
208
$139K 0.03%
3,658
-388
209
$138K 0.03%
58
+52
210
$136K 0.03%
568
-38
211
$136K 0.03%
4,584
+3,531
212
$136K 0.03%
1,878
-561
213
$133K 0.03%
2,316
-448
214
$132K 0.03%
2,555
+525
215
$130K 0.03%
1,658
-125
216
$130K 0.03%
2,830
217
$129K 0.03%
+2,384
218
$129K 0.03%
563
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219
$127K 0.03%
1,345
+558
220
$126K 0.03%
465
+15
221
$126K 0.03%
2,127
+338
222
$124K 0.03%
1,500
223
$123K 0.03%
828
+28
224
$122K 0.03%
2,184
+437
225
$121K 0.03%
2,075
7 8
9
10 11